293 Share Price Performance
HK$0
-10.48 (-100.00%)
Price HK$0
Fair ValueHK$11.98
Share Pricen/a
Narrative Update • May 15
Cathay Pacific Airways Limited Stock Price
- 4 Narratives written by author
- 0 Comments on narratives written by author
- 27 Fair Values set on narratives written by author
293 Community Narratives
PI
Fair Value
·Fair Value HK$11.98 3.4% overvalued intrinsic discount
Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
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AN
Fair Value
·Fair Value HK$18 31.2% undervalued intrinsic discount
Expanding Air Networks Will Fuel Asia's Travel And Cargo Boom
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AN
Fair Value
·Fair Value HK$11.26 10.0% overvalued intrinsic discount
Intensive Flight Expansion Will Lower Yields Amid Rising Geopolitical Tensions
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Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
Cathay Pacific sits in a fast-growing part of Asia and has a strong reputation, but its heavy reliance on air freight leaves it exposed if a worsening US–China trade fight slows the region’s economy. The big question is whether its China-linked growth story can arrive in time, or whether the near-term shock keeps the stock grounded.Read more
PI
HK$11.98
3.4% overvalued intrinsic discount
Fair Value
Revenue
7% p.a.
Profit Margin
10%
Future PE
9x
Price in 2029
HK$16.83
Airline Investments Will Falter Amid Mounting Global Risks
Cathay Pacific is betting big on new planes and its Hong Kong hub, but that same focus on cross‑border travel could leave it vulnerable if politics, rules, or demand turn against global flying. The bigger question is whether cost pressures from fuel, supply snags, and cleaner‑flying requirements outweigh its push to expand routes, improve the customer experience, and grow cargo.Read more
AN
HK$10.6
16.9% overvalued intrinsic discount
Fair Value
Revenue
1.66% p.a.
Profit Margin
7.63%
Future PE
11.42x
Price in 2029
HK$13.98
Expanding Air Networks Will Fuel Asia's Travel And Cargo Boom
Key Takeaways Major aircraft acquisitions and premium service investments position Cathay Pacific for rapid global expansion and superior profitability relative to peers. Strategic focus on high-value cargo, loyalty programs, and premium travel taps into rising Asian demand, enabling stable, high-margin, recession-resistant revenue growth.Read more
AN
HK$18
31.2% undervalued intrinsic discount
Fair Value
Revenue
7.85% p.a.
Profit Margin
8.14%
Future PE
15.3x
Price in 2029
HK$23.85
Intensive Flight Expansion Will Lower Yields Amid Rising Geopolitical Tensions
Key Takeaways Aggressive capacity expansion and external geopolitical risks threaten yield, revenue stability, and amplify exposure to regional volatility. High capital commitments, regulatory pressures, and global uncertainties may limit margin growth and challenge sustainable earnings improvement.Read more
AN
HK$11.26
10.0% overvalued intrinsic discount
Fair Value
Revenue
4.57% p.a.
Profit Margin
8.37%
Future PE
9.29x
Price in 2029
HK$15.05
Trending Discussion
Recently Updated Narratives
PI
Cathay beats expectations in every regard, but threat from fuel costs linger
Fair Value: HK$11.98 3.4% overvalued intrinsic discount
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293: Margin Pressures And BNP Downgrade Will Undermine Traffic And Dividend Optimism
Fair Value: HK$10.6 16.9% overvalued intrinsic discount
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293: Share Buyback Will Support Upside As Higher P/E Case Persists
Fair Value: HK$18 31.2% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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Snowflake Analysis
Cathay Pacific Airways Limited Key Details
About 293
- Founded
- 1946
- Employees
- 33000
- CEO
- WebsiteView website
Cathay Pacific Airways Limited, together with its subsidiaries, offers international passenger and air cargo transportation services. The company provides airline operations, including catering, cargo terminal operations, ground handling services, and commercial laundry operations, as well as scheduled services. The company operates in the Chinese Mainland, Hong Kong, Taiwan, Japan, Korea, the Americas, the Southeast Asia and the Oceania, Europe, the South Asia, the Middle East, and Africa. As of 31st December 2025, it operates 237 aircraft and 103 new passenger and freighter aircraft. Cathay Pacific Airways Limited was founded in 1946 and is headquartered in Lantau Island, Hong Kong.
Recent 293 News & Updates
Narrative Update • Apr 29
293: Traffic Strength And Dividends Will Still Overstate Longer Term Earnings Power
Analysts have trimmed their HK$11.00 fair value estimate for Cathay Pacific Airways to HK$10.60, reflecting more cautious revenue growth assumptions and a slightly higher discount rate, in part aligned with recent more bearish Street research on the stock. Analyst Commentary Bearish analysts have become more cautious on Cathay Pacific Airways, with recent research pointing to increased execution and growth risks that they believe are not fully reflected in the share price.
Narrative Update • Apr 14
